Lifeway Foods, Inc.
LWAY- Exchange
- Nasdaq
- Industry
- Dairy Products
- SEC CIK
- 0000814586
In the last 90 days, Lifeway Foods, Inc. insiders filed 2 open-market purchases and 4 sales; 96 institutions reported holding it in 13F filings for Q2 2026, worth $246.1M in total; no superinvestor holds it.
Q3 2023 vs. Q2 2023
How the institutions holding Lifeway Foods, Inc. changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 23 | 1 | 40 | +18 |
| Shares | 1.83M | 100 | 1.81M | −17.8K (−1.0%) |
| Value | $12.1M | $673 | $18.7M | +$6.63M (+55.0%) |
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held Lifeway Foods, Inc. at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Hillsdale Investment Management Inc. | 203,284 | $2.10M | 0.19% |
| EAM Investors, LLC | 130,849 | $1.35M | 0.26% |
| Bank of New York Mellon Corp | 39,169 | $405.0K | 0.00% |
| Marshall Wace, LLP | 29,189 | $301.8K | 0.00% |
| Navellier & Associates Inc | 24,200 | $250.2K | 0.04% |
| Millennium Management LLC | 22,005 | $227.5K | 0.00% |
| Occudo Quantitative Strategies LP | 21,950 | $227.0K | 0.03% |
| State Street Corp | 16,788 | $173.6K | 0.00% |
| Goldman Sachs Group Inc | 15,909 | $164.5K | 0.00% |
| Cubist Systematic Strategies, LLC | 15,482 | $160.1K | 0.00% |
| Acadian Asset Management LLC | 13,942 | $143.0K | 0.00% |
| Heron Bay Capital Management | 11,530 | $119.2K | 0.03% |
| Teton Advisors, Inc. | 11,000 | $113.7K | 0.04% |
| Prelude Capital Management, LLC | 10,971 | $113.4K | 0.01% |
| Denali Advisors LLC | 8,800 | $91.0K | 0.03% |
| Royal Bank of Canada | 5,600 | $58.0K | 0.00% |
| Citigroup Inc | 2,586 | $26.7K | 0.00% |
| Qube Research & Technologies Ltd | 652 | $6.74K | 0.00% |
| Federation des caisses Desjardins du Quebec | 328 | $3.39K | 0.00% |
| Covestor Ltd | 235 | $2.00K | 0.00% |
Sold out (2)
Institutions that held Lifeway Foods, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Kanen Wealth Management LLC | 620,973 | $4.09M |
| Byrne Asset Management LLC | 3,110 | $20.0K |
Not filed for Q3 2023 yet (1)
Institutions that held Lifeway Foods, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Piershale Financial Group, Inc. | 100 | $673 |